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RAM Investment Partners

Latest statistics and disclosures from RAM Investment Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are DFAC, DFAI, CORP, DFSD, DFAE, and represent 57.07% of RAM Investment Partners's stock portfolio.
Added to shares of these 10 stocks: CORP (+$5.8M), MSFT, IVV, DFSD, DFAI, NVDA, DFAR, DFAE, DFSV, DUHP.
Started 12 new stock positions in HEFA, SGOV, GS, CVX, DON, WFC, DELL, DHR, UNH, IYM. STIP, REGL.
Reduced shares in these 10 stocks: , TLT, COST, GOOGL, FDVV, AAPL, DFIS, AVGO, RBLX, DFAX.
Sold out of its positions in ADP, CTAS, DFIS, FDVV, GE, IBM, TLT, GLD.
RAM Investment Partners was a net buyer of stock by $32M.
RAM Investment Partners has $569M in assets under management (AUM), dropping by 2.95%.
Central Index Key (CIK): 0001989672

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Portfolio Holdings for RAM Investment Partners

RAM Investment Partners holds 121 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC)	18.7	$107M		2.7M	38.86	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	13.1	$74M	+2%	1.9M	38.96	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	9.0	$51M	+12%	530k	96.80	View chart
Dimensional Etf Trust Short Duration F (DFSD)	8.4	$48M	+4%	999k	47.88	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	7.9	$45M	+2%	1.3M	33.86	View chart
Microsoft Corporation (MSFT)	7.5	$42M	+7%	115k	370.17	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	5.9	$34M	+5%	1.4M	23.65	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	4.3	$25M		516k	47.93	View chart
Amazon (AMZN)	1.8	$10M		49k	208.27	View chart
NVIDIA Corporation (NVDA)	1.5	$8.3M	+28%	48k	174.40	View chart
Costco Wholesale Corporation (COST)	1.3	$7.6M	-4%	7.6k	996.37	View chart
Alphabet Cap Stk Cl C (GOOG)	1.1	$6.4M	+7%	22k	286.85	View chart
Dimensional Etf Trust International (DFSI)	0.9	$5.3M	+2%	125k	42.40	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.9	$5.3M	+6%	129k	41.09	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.9	$5.2M	-3%	152k	33.97	View chart
Apple (AAPL)	0.8	$4.4M	-5%	18k	253.79	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.7	$3.9M	+2%	78k	49.95	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.6	$3.4M	+323%	5.2k	653.25	View chart
Oracle Corporation (ORCL)	0.6	$3.4M	+2%	23k	147.11	View chart
Dimensional Etf Trust Global Sustaina (DFSB)	0.6	$3.2M	+6%	63k	51.74	View chart
Dimensional Etf Trust Emerging Markets (DFSE)	0.5	$3.0M	+4%	71k	42.37	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.5	$3.0M		27k	111.18	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.5	$2.8M	+76%	81k	35.04	View chart
Roblox Corp Cl A (RBLX)	0.5	$2.7M	-7%	48k	56.56	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.5	$2.6M	+34%	67k	39.44	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.4	$2.6M	+65%	36k	70.91	View chart
Broadcom (AVGO)	0.4	$2.5M	-8%	8.2k	309.51	View chart
Lam Research Corp Com New (LRCX)	0.4	$2.4M	+6%	11k	213.67	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.4	$2.2M		27k	84.84	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.4	$2.1M	+116%	57k	36.76	View chart
Meta Platforms Cl A (META)	0.4	$2.0M	+7%	3.6k	572.11	View chart
Paccar (PCAR)	0.3	$1.8M	+2%	16k	115.50	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$1.8M	-17%	6.3k	287.52	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.3	$1.8M	+56%	56k	32.22	View chart
Tesla Motors (TSLA)	0.3	$1.8M	+4%	4.7k	371.72	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$1.4M		4.3k	320.85	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.2	$1.3M	-4%	28k	48.46	View chart
Abbvie (ABBV)	0.2	$1.3M	+6%	6.0k	217.49	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$1.2M	+18%	1.8k	650.23	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.2	$1.1M		14k	80.58	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$1.1M		1.9k	597.65	View chart
Danaher Corporation (DHR)	0.2	$1.0M	NEW	5.5k	189.60	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$966k		15k	64.08	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$934k		2.0k	479.20	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$884k	+8%	1.5k	577.05	View chart
Dimensional Etf Trust Calif Mun Bd Etf (DFCA)	0.2	$863k	+9%	17k	49.85	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$853k	-14%	1.2k	697.74	View chart
Applied Materials (AMAT)	0.1	$821k	+15%	2.4k	341.79	View chart
Visa Com Cl A (V)	0.1	$742k	+25%	2.5k	302.29	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$741k	+2%	14k	52.78	View chart
Johnson & Johnson (JNJ)	0.1	$728k	+30%	3.0k	244.46	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.1	$689k		6.1k	112.11	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$676k		8.8k	77.11	View chart
UnitedHealth (UNH)	0.1	$646k	NEW	2.4k	270.57	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.1	$641k	+13%	8.7k	73.78	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$636k		1.5k	436.79	View chart
Porch Group (PRCH)	0.1	$616k	-10%	86k	7.17	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$609k		5.7k	106.15	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.1	$608k	-13%	9.7k	62.45	View chart
Abbott Laboratories (ABT)	0.1	$602k	+3%	5.9k	102.67	View chart
Netflix (NFLX)	0.1	$583k	+29%	6.1k	96.15	View chart
Nike CL B (NKE)	0.1	$582k	-14%	11k	52.82	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.1	$551k		6.1k	90.95	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.1	$548k		4.9k	112.27	View chart
Mastercard Incorporated Cl A (MA)	0.1	$536k	+42%	1.1k	499.53	View chart
Wells Fargo & Company (WFC)	0.1	$508k	NEW	6.4k	79.61	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$502k	NEW	4.9k	103.43	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$473k	NEW	4.7k	100.66	View chart
JPMorgan Chase & Co. (JPM)	0.1	$465k	+3%	1.6k	294.16	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.1	$452k	+14%	6.9k	65.69	View chart
Advanced Micro Devices (AMD)	0.1	$417k	+222%	2.1k	203.46	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$414k		1.4k	287.14	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$413k		3.0k	138.33	View chart
Goldman Sachs (GS)	0.1	$407k	NEW	481.00	845.99	View chart
Starbucks Corporation (SBUX)	0.1	$398k	+2%	4.4k	89.58	View chart
salesforce (CRM)	0.1	$396k	+3%	2.1k	186.65	View chart
Lattice Strategies Tr Hartford Us Eqty (ROUS)	0.1	$394k		6.7k	59.04	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$375k		4.7k	79.26	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$372k	+21%	4.7k	79.57	View chart
Wal-Mart Stores (WMT)	0.1	$370k	+75%	3.0k	124.28	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$365k		5.0k	73.64	View chart
Micron Technology (MU)	0.1	$363k	+138%	1.1k	337.87	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$357k		6.6k	54.05	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.1	$354k	NEW	4.1k	86.41	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$343k		4.0k	86.64	View chart
Marriott Intl Cl A (MAR)	0.1	$342k	+10%	1.0k	327.07	View chart
Palantir Technologies Cl A (PLTR)	0.1	$336k	+19%	2.3k	146.28	View chart
Charles Schwab Corporation (SCHW)	0.1	$335k	+12%	3.6k	93.98	View chart
Caterpillar (CAT)	0.1	$325k	+117%	459.00	708.46	View chart
Waste Management (WM)	0.1	$312k	+17%	1.4k	229.79	View chart
At&t (T)	0.1	$301k	+42%	10k	28.99	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$298k		836.00	356.56	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$283k		1.4k	196.22	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$280k	+10%	2.9k	97.14	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$279k		4.0k	69.75	View chart
Colgate-Palmolive Company (CL)	0.0	$278k	+9%	3.3k	85.24	View chart
Nurix Therapeutics (NRIX)	0.0	$268k		17k	15.50	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.0	$266k	NEW	6.3k	42.50	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$266k	+2%	10k	25.64	View chart
Cisco Systems (CSCO)	0.0	$257k	+145%	3.3k	77.58	View chart
Chevron Corporation (CVX)	0.0	$248k	NEW	1.2k	206.83	View chart
Raytheon Technologies Corp (RTX)	0.0	$243k	+145%	1.3k	192.90	View chart
Exxon Mobil Corporation (XOM)	0.0	$242k	+2%	1.4k	169.66	View chart
Dell Technologies CL C (DELL)	0.0	$241k	NEW	1.5k	164.13	View chart
Metropcs Communications (TMUS)	0.0	$239k	+46%	1.1k	210.03	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.0	$237k	-4%	3.3k	71.12	View chart
Bank of America Corporation (BAC)	0.0	$229k	+127%	4.7k	48.75	View chart
Ishares Tr U.s. Bas Mtl Etf (IYM)	0.0	$228k	NEW	1.3k	175.98	View chart
CSX Corporation (CSX)	0.0	$228k	+50%	5.6k	41.05	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.0	$226k		2.9k	78.77	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$222k		1.2k	191.92	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$220k		1.0k	217.34	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.0	$216k	-33%	6.1k	35.71	View chart
American Express Company (AXP)	0.0	$216k	+93%	714.00	302.64	View chart
Fidelity Covington Trust Enhanced Mid (FMDE)	0.0	$213k		5.9k	35.96	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$212k		1.7k	124.31	View chart
Expeditors International of Washington (EXPD)	0.0	$211k	+13%	1.5k	143.23	View chart
Eli Lilly & Co. (LLY)	0.0	$211k	-2%	229.00	919.77	View chart
Thermo Fisher Scientific (TMO)	0.0	$204k	+56%	415.00	491.59	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.0	$202k	NEW	3.9k	52.54	View chart
Endava Ads (DAVA)	0.0	$118k		27k	4.42	View chart

Past Filings by RAM Investment Partners

SEC 13F filings are viewable for RAM Investment Partners going back to 2023

RAM Investment Partners 2026 Q1 filed May 4, 2026
RAM Investment Partners 2025 Q4 filed Feb. 12, 2026
RAM Investment Partners 2025 Q3 filed Nov. 3, 2025
RAM Investment Partners 2025 Q2 filed Aug. 8, 2025
RAM Investment Partners 2025 Q1 filed April 23, 2025
RAM Investment Partners 2024 Q4 filed Jan. 28, 2025
RAM Investment Partners 2024 Q3 filed Oct. 22, 2024
RAM Investment Partners 2024 Q2 filed July 29, 2024
RAM Investment Partners 2024 Q1 filed April 29, 2024
RAM Investment Partners 2023 Q4 filed Jan. 8, 2024
RAM Investment Partners 2023 Q3 filed Oct. 13, 2023
RAM Investment Partners 2022 Q4 filed Aug. 14, 2023
RAM Investment Partners 2023 Q1 filed Aug. 14, 2023
RAM Investment Partners 2023 Q2 filed Aug. 14, 2023

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